Timothy Plan Small Fund Manager Performance Evaluation
| TSVCX Fund | USD 12.87 0.04 0.31% |
The entity has a beta of 1.44, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Timothy Plan will likely underperform.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Timothy Plan Small are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Timothy Plan may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 22nd of February 2023 | |
| Expense Ratio | 2.1300 |
Timothy |
Timothy Plan Relative Risk vs. Return Landscape
If you would invest 1,190 in Timothy Plan Small on September 2, 2024 and sell it today you would earn a total of 97.00 from holding Timothy Plan Small or generate 8.15% return on investment over 90 days. Timothy Plan Small is currently producing 0.1302% returns and takes up 1.2636% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Timothy, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Timothy Plan Current Valuation
Fairly Valued
Today
Please note that Timothy Plan's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Timothy Plan Small has a current Real Value of $12.72 per share. The regular price of the fund is $12.87. We determine the value of Timothy Plan Small from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Timothy Plan is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Timothy Mutual Fund. However, Timothy Plan's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 12.87 | Real 12.72 | Hype 12.87 |
The intrinsic value of Timothy Plan's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Timothy Plan's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Timothy Plan Small helps investors to forecast how Timothy mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Timothy Plan more accurately as focusing exclusively on Timothy Plan's fundamentals will not take into account other important factors: Timothy Plan Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Timothy Plan's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Timothy Plan Small, and traders can use it to determine the average amount a Timothy Plan's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1031
| Best Portfolio | Best Equity | |||
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| Cash | TSVCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.26 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average Timothy Plan is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Timothy Plan by adding it to a well-diversified portfolio.
Timothy Plan Fundamentals Growth
Timothy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Timothy Plan, and Timothy Plan fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Timothy Mutual Fund performance.
| Price To Earning | 19.37 X | ||||
| Price To Book | 1.97 X | ||||
| Price To Sales | 1.25 X | ||||
| Total Asset | 6.67 M | ||||
About Timothy Plan Performance
Evaluating Timothy Plan's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Timothy Plan has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Timothy Plan has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by primarily investing at least 80 percent of its total assets in U.S. stocks with market capitalizations that fall within the range of companies included in the Russell 2000 Index . It invests using a value investing style. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value these stocks often have above-average dividend yields.Things to note about Timothy Plan Small performance evaluation
Checking the ongoing alerts about Timothy Plan for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Timothy Plan Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Timothy Plan's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Timothy Plan's mutual fund performance include:- Analyzing Timothy Plan's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Timothy Plan's stock is overvalued or undervalued compared to its peers.
- Examining Timothy Plan's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Timothy Plan's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Timothy Plan's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Timothy Plan's mutual fund. These opinions can provide insight into Timothy Plan's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Timothy Mutual Fund
Timothy Plan financial ratios help investors to determine whether Timothy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Timothy with respect to the benefits of owning Timothy Plan security.
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